Keeping retirement planning simple

Retirement is a life change that can seem complex and daunting. However, the following five questions can help keep it focused and, hopefully, simple.

Continue Reading...

5 questions to ask to help you prepare for retirement

When you retire you have much more control over what you’re going to do. What’s it going to look like for you? Have you thought it through yet? Here are five starter questions that can help you with your planning.

Continue Reading...

Does money make people happier in retirement?

A study conducted by the University of Michigan surveyed about 20,000 individuals in the US aged 55 years and older. It asked questions about life satisfaction. ‘One of the first questions we asked was . . . whether money makes people happier in retirement,’ reports researcher Michael Finke. ‘The answer was yes—in fact, quite a bit happier.’

Continue Reading...

Who do you want to be in retirement?

A good answer to that question can come from two things: analysing who you are now—because you will take who you are into retirement; and what you want from your retirement.

Continue Reading...

The challenge of transitioning into retirement

Any change causes stress. Retiring is no different. Full retirement usually means the end of your working life, which is a huge transition. You can add to this the uncertainty of not being sure whether you’ll survive financially (a common fear). And there’s the sense that you’re now entering the last stage of life. Both these thoughts add pressure.

Continue Reading...

6 paths of retirement—which is yours?

In planning your retirement, which path are you going to follow? In her latest book, Too Young to be Old, Nancy K Schlossberg says that through her research, ‘I have identified six major paths retirees follow.’

Continue Reading...

Senior entrepreneurs listen to their inner voice

Entrepreneurship isn’t new. We hear and read about it a lot. And it isn’t just a younger demographic. Older entrepreneurs are hitting the headlines, too.

Continue Reading...

7 big questions to ask about your retirement

What comes to mind when you think of your retirement? Excitement? Uncertainty? Dread? All three? The best retirements are planned.

Continue Reading...

Getting the balance right with your retirement planning

The two extremes with retirement planning are: to go into retirement with no plan; or to over-plan. No plan means you’re beginning a substantial part of your life (perhaps 20 to 30 more years) with no direction. Over-planning leaves no space for spontaneity—which is one of the major delights of retirement. The key is to focus on what’s important with your planning.

Continue Reading...

Have you discovered your life dream for retirement yet?

What are your dreams for retirement? A more important question is: What is your life dream? That’s about what you want to do but linked to how you want to live. In other words, who do you want to be in retirement?

Continue Reading...


Retire Notes